SandRidge Is A Strategic Oversold Oil Stock - Why Holding On Is A Good Thing Right Now [View article]

You have a bunch of typos. Who is SeaRidge?

"Meanwhile, Seadrill has heavy leverage of $13 billion on its books and was recently forced to suspend dividends altogether. Although the company is, arguably, in a stronger financial position than Seadrill . . . ". Huh??

I have spent 30 years litigating civil issues [with no professional experience in shareholder cases], but substantial experience as a shareholder. I have no idea what you are talking about and suspect neither do you with that quoted language.

As someone else said earlier, Enron probably looked good on paper until it went to zero. Much of the mortgage scandal stocks were the same. Even seemingly safe stocks like citigroup took an incredible beating. I lost 100k averaging down on C during the crisis.

This one may be fine, I hope for the long term shareholder it is. But it is a foolish man who intentionally grabs a hornet's nest.

Well I finally got one right. I bailed out of this a few months ago when I became concerned about the seemingly odd moves. I had bought in twice and sold at a very small loss when I couldn't figure out what was going on.

I would much rather lose one percent than 35 or 40 percent.

Anyone buying in now is crazy. There will be lots of litigation and finger pointing. It will take a long time to sort this all out. It may eventually be worth substantial money but you are better off at this point taking your money to Vegas. At least there you can reasonably calculate the odds. Here it will be a long time before anyone can make an informed bet, except the insiders who were likely involved in the shenanigans.

American Eagle Energy: Shares Could Be Buoyed By Another Brutal Winter [View article]

Apparently the fear is this is one of the companies that will not survive the shake out in lower oil and gas prices. I drank the cool-aid as long as I could, but finally bailed at a 35% net loss, ouch. If the insiders started buying strongly I would consider re-instituting a position, but heck it is a rock right now.

American Eagle Energy: Shares Could Be Buoyed By Another Brutal Winter [View article]

American Eagle Energy: Shares Could Be Buoyed By Another Brutal Winter [View article]

Now I am again in positive territory. This is a crazy one week in this stock. Is it because the stock has only 100M market cap? Is this weird 25% swing as unusual as it seems to me?? From $5 to $3.75 back to $4.22; this is just nuts, I don't get it?

Who Will Be Swimming Naked When The Tide Goes Out? (Part II) [View article]

Brett,

I have told you several times that you are my favorite SA author. I believe this is a very timely series of articles. Thank You.

btw - I am thinking some of the gold plays e.g. GG may make sense in the developing markets. I have not been in this sector until recently, but I believe it may finally be time to dip my toe. What do you think?

What Is Your Risk Tolerance With American Realty Capital Properties? [View article]

Author’s reply » This comment is non-sensical:

"it has become a BETTER VALUE with LESS RISK"

That will keep me laughing all day....Thanks. Brad

Ok, how is this non-sensical?You liked the company at a higher price and lower yield.Now you don't like it at a lower price and higher yield.That is the way to make money "buy high and sell low", right?Good luckThink I will stop following you since you are too smart for me.

What Is Your Risk Tolerance With American Realty Capital Properties? [View article]

I just have trouble seeing any responsible REIT with a good yield discussed as a high risk stock. It certainly can have price fluctuations, but high risk - give me a break. It will not go to zero. More risk of an atomic exchange - in which case we will not care about any of these.I would not mind the stock going down more - I just added a 1/2 position in ARCP and would not mind ultimately doubling my position. (For me a starting position is approx 1% of my stock portfolio). My current position in ARCP is 1.5% of my portfolio.I enjoy your articles Brad, but must agree this is not one of your best.

I like KO. Good products, very steady, certainly not going away. However, a 10% increase in a modest dividend is still a modest dividend, and at almost a 20 P/E it is certainly not cheap. Even a very defensive stock, can still correct in a large way if we get a serious bear market. With limited sales declines, and a bear market, it could decrease in price significantly along with the rest of the market.

Limited upside with substantial downside, and a modest dividend. Hum, think I will keep watching this. If it ever went to a 12-13 P/E I would love to get me some Coke, but not here. And you are right, it probably will not get down where I would like to be a buyer.

What It Really Costs To Mine Gold: The Iamgold Gold Third Quarter Edition [View article]

What It Really Costs To Mine Gold: The Iamgold Gold Third Quarter Edition [View article]

Thanks again for your articles on the gold miners. I initially posted this comment mistakenly in an older article.

I have been tempted to delve into these stocks for some time. I think now may be the time. Have you commented recently or can you share your thoughts or point me to a recent article that suggests which miners you are most comfortable with and why in this environment?

IAG's debt causes me pause, but I like their mining costs. GOLD looks great except their country risk which I am probably willing to accept and am looking to start a position.